On-demand marketplaces: How to pull levers to reach Supply-Demand Equilibrium
This is the first in a series of posts summarizing our speakers’ insights from the Data-driven Marketplace Meetup on May 16. Today, we just need to pick up a phone to order groceries or a fully cooked meal, or hire someone to do our laundry or walk the dog. The rise of on-demand service apps […]
Recapping the Data-Driven Marketplace Meetup
A few weeks ago, we hosted our second marketplace meetup in San Francisco. The night centered around data-driven marketplaces and we connected with and learned from many smart members of the marketplace community. We had a diverse group of people attending, from founders and product and growth leaders, to data scientists, data engineers, and investors. […]
“Understanding Social Platforms,” now summarized in a presentation deck
Two months ago, we published our second eBook, Understanding Social Platforms. In it, we discuss the dynamics of each social platform type: messaging, private networks, public networks, enterprise networks, and communities. We also cover important topics for social platform businesses like metrics, exits, valuations, and our outlook for future opportunities in social. Today, we are […]
Announcing our second eBook: Understanding Social Platforms

If you have been following our blog or firm, you know how much we love network effects. Our investment thesis is centered around network effects, and our portfolio is full of network effects startups ranging from marketplaces to social platforms, SaaS and applications of AI and machine learning. It has been a little over a […]
How Indiegogo Grew its Business
This is the fourth and final post covering speakers’ insights from our marketplace meetup held in San Francisco on October 20. If you haven’t already, check out previous posts detailing Andrew Chen’s (Uber) fireside chat on growth strategies, Anthony Marino’s (ThredUp) talk on managed marketplaces, and B2B marketplace dynamics from Shippo’s Mikhail Ledvich. The first […]